Bloomberg:
- Japan’s Inflation Likely Below Zero as Cheaper Phones Weigh More.
- U.K. Starting Salaries Rise at Record Rate With Demand for Staff.
- Cars Fueled by Sugar in India Will Add to Food Inflation Risks.
- Singapore Eases Taiwan Rules; California Mandate: Virus Update.
- Asia Stocks Steady After Rally in U.S. on Earnings: Markets Wrap.
- Saudi Oil Challenged in Asia by Delta and Cheap Alternatives.
- Oil Heads for Biggest Weekly Loss This Year on Delta Concerns.
- BOE Turns Hawkish, Japan Deflation, U.S. Delta Slowdown: Eco Day.
- It’s Chaos on Wall Street as Delta Variant Upends Return to Work.
- Kellogg Says Pandemic-Era Supply Chain Upheaval Is Persisting.
- Biden Proposes Stronger Than Expected Vehicle Emission Rules.
- Homebuilders in U.S. Ease Up on Price Hikes as Buyers Push Back.
Wall Street Journal:
- China’s Corporate Crackdown Is Just Getting Started. Signs Point to More Tumult Ahead.
- CNN Fires Three Staffers Who Came to Work Unvaccinated.
- Senate Bill to Repeal Iraq War Authorizations Draws Key Level of GOP Support.
- The Electric Vehicle Welfare State.
- Have No Illusions About the U.S. Withdrawal From Afghanistan.
- The GOP’s Bad Infrastructure Deal.
- Exxon Considers Pledging ‘Net Zero’ Carbon by 2050.
- Robinhood Stock Drops After News of Early Investors Set to Sell Shares.
Fox News:
- Mom says 'game on' after teachers union sues to prevent her from getting critical race theory records.
- Landlord 'drowning' in losses rips 'crazy' eviction ban after Biden backtracks.
NY Post:
- US companies riddled with members of Chinese Communist Party: Devine. Boeing(BA), Qualcomm(QCOM) and Pfizer(PFE) are just three US companies that have
employed dozens of CCP members in their Chinese facilities, the database
reveals.
CNBC.com:
- Friday’s jobs report is a wild card, with economists’ estimates all over the map.
- Fauci warns more severe Covid variant could emerge as U.S. cases near 100,000 daily.
- Cloud stocks soar to fresh records as Datadog’s results help boost Cloudflare and Asana.
- Cramer’s list of cheap stocks to buy in a market trading at record highs.
- Beyond Meat says delta variant fears and labor challenges prompt fewer restaurant orders.
- Novavax delays Covid vaccine emergency authorization submission to FDA until fourth quarter.
- Levi Strauss to buy apparel brand Beyond Yoga, launching into activewear
Zero Hedge:
- FDA Reportedly Planning For COVID Vaccine Booster Shot Approval By September.
- 'Privacy Company' Apple Plans To Monitor All US iPhones For Evidence Of Child Porn.
- Quiet Roads In China Are Concern For Oil Markets.
- Iran's New Hardline President Sworn In, Vows 'Resistance' To "Arrogant" West.
- Vaccinations 'No Silver Bullet' - Aussie Senator Admits Restrictions Would Remain For Long Time.
- Biden DOJ Intervenes In Saudi Spymaster Case Over 'Damage To US National Security'.
- Howard Marks: "We Are In An Everything Bubble".
- Here Comes The Fear Campaign To Vaccinate All Of America's Minors.
- Beijing Walks Back Crackdown On Video Games, But Promises To Protect Teens From "Internet Dangers".
- Illinois' Gov. Pritzker Strips School Districts, Parents Of Control Over Masks With New Mandate.
- CBO Sees Infrastructure Bill Adding $250 Billion To Deficit Over 10 Years.
- Vaccine Success, Media Misery: Taibbi Asks - Is Good News Taboo In The Trump Age?
- Cryptos & Small Caps Surge As 'Hard' Data's Hammered To 2-Year Lows.
TheGatewayPundit.com:
- Psaki Admits Biden Admin is Dumping COVID-Positive Illegal Aliens Into McAllen, Texas (VIDEO).
- Information from Code Monkey Z Provides Additional Proof that Michigan Election Leaders ABSOLUTELY Destroyed Evidence When Changing Batteries in Voting Machines.
- WOW: Moderna Calls for 3rd Shot of Vaccine to Protect Against New Strains — On Same Day Company Posts $4 Billion 2nd Quarter Profit on Vaccine.
- “Conspiracy Theory” Over Aborted Babies For Organ Harvesting Leads To Be True And Government-Funded.
- WOW! After 7 Months FBI Stalks and Arrests Trump Supporter and “Insurrectionist” Dressed as George Washington for Walking into US Capitol on Jan. 6.
Covid-19(Data, Maps, Graphs):
- Our World in Data: New Global Covid-19 Cases(7-day rolling average graphs). New Covid Hospital Admissions/ICU Admissions/Deaths
- FT.com: Fully Vaccinated by Country(graph). Global Lockdown Stringency Index(map).
- NYTimes.com: County Trends and Clusters.
- Brown School of Public Health: Covid Severity by State/County(map). US Hospital Capacity.
- CovidActNow: Covid Severity/Infection Rate by Metro Area.
- KFF: US Vaccinations by Race/Ethnicity.
- Carnegie Mellon: Covid-Like Symptoms in Community. Covid Symptom Searches on Google. Covid-Related Dr.Visits. Restaurant Visits. Wearing Masks. (graphs)
- Safegraph.com: Commerce Patterns(graphs).
Night Trading
Morning Preview Links
Earnings of Note
Company/Estimate
- Asian equity indices are -.25% to +.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 89.0 unch.
- China Sovereign CDS 38.75 -.25 basis point.
- Bloomberg Emerging Markets Currency Index 59.84 -.03%.
- Bloomberg Global Risk-On/Risk Off Index 2,621.0 -45.0 points.
- Volatility Index(VIX) futures 21.4 +.43%.
- FTSE 100 futures -.01%.
- S&P 500 futures -.06%.
- NASDAQ 100 futures unch.
Earnings of Note
Company/Estimate
Before the Open:
- (D)/.77
- (DKNG)/-.58
- (FLR)/.08
- (GT)/.17
- (LEA)/2.47
- (MGA)/1.41
- (NCLH)/-2.00
- (NUAN)/.18
- (SRCL)/.67
After the Close:
- None of note
Economic Releases
8:30 am EST
- The Change in Non-Farm Payrolls for July is estimated to rise to 870K versus 850K in June.
- The Unemployment Rate for July is estimated to fall to 5.7% versus 5.9% in June.
- Average Hourly Earnings MoM for July is estimated to rise +.3% versus a +.3% gain in June.
10:00 am EST
- Wholesale Trade Sales MoM for June.
3:00 pm EST
- Consumer Credit for June is estimated to fall to $23.0B versus $35.28B in May.
Upcoming Splits
- None of note
Other Potential Market Movers
- The China Trade Data report could also impact global trading today.
- 9:30 am - 4:00 pm EST
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